FNS40821 (FNS40820) Certificate IV in Finance and Mortgage Broking Course Content
Your first step to becoming a Mortgage Broker
What You’ll Learn
Walker & Miller Training’s Certificate IV program has been developed by industry specialists to teach you the practical skills, knowledge and tools necessary to become a successful broker.
You’ll learn how to:
- Present broking options to your clients
- Prepare loan applications on behalf of your clients
- Comply with industry codes of practice
- Develop relationships with third party referrers
3 day Face-to-Face Workshop
Facilitated by experienced trainers with 20+ years in the industry. Our most popular option – Available in Sydney, Melbourne, Brisbane & Perth.
The Home Study Manual or Online options allow you to work through the material at your own pace. Email and telephone support is available to assist you.
If you have 2 years of lending experience, you may apply for your qualification via our simple and straightforward RPL application. A great option for banking professionals.
The Certificate IV in Finance and Mortgage Broking requires 12 units of competency.
|FNSFMB401||Prepare loan application on behalf of finance or mortgage broking clients|
|FNSFMB402||Identify client needs for broking services|
|FNSFMB403||Present broking options to client|
|FNSINC401||Apply principles of professional practice to work in the financial services industry|
|FNSINC402||Develop and maintain in-depth knowledge of produces and services used by an organisation or sector|
|FNSCRD301||Process applications for credit|
|FNSFMK505||Comply with financial services legislation and industry codes of practice|
|BSBITU306||Design and produce business documents|
|BSBCUS301||Deliver and monitor a service to customers|
|BSBWOR501||Manage personal work priorities and professional development|
|FNSSAM403||Prospect for new clients|
|FNSCUS501||Develop and nurture relationships with clients, other professionals and third party referrers|
To achieve your qualification you will complete a combination of loan scenario case studies, written exercises and on-line multiple choice questions corresponding with the training material. There are no exams and you will have six months to submit your assignments.
Face to Face Workshop $1,295
Distance Education $845 for Home Study Manual
Online course $695
Recognition of Prior Learning (RPL) $695